Cannabis, biotech and gaming led the latest theme tape, while blockchain, travel, housing and cloud software lagged as investors waited on July payrolls and next week’s CPI.
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Gold, silver, miners and copper led the latest theme tape, while cannabis, blockchain, solar and energy beta lagged as investors balanced strong Q2 earnings with AI-capex scrutiny and Friday’s payrolls risk.
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Biotechnology, cannabis and energy led the latest theme tape, while China innovation, robotics/AI, housing, travel and China internet lagged; Monday’s setup is more constructive as investors look for momentum stabilization after last week’s AI selloff.
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Energy, MLPs and cannabis led the latest theme tape as oil spiked on Strait of Hormuz risk, while semiconductors, AI infrastructure, nuclear and blockchain lagged on another momentum unwind.
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Blockchain, cybersecurity and robotics/AI led the latest theme tape, but the morning setup is more cautious as semiconductors and memory come under renewed pressure following Samsung’s sell-the-news reaction.
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Semiconductors, cannabis and hydrogen led the latest theme tape, but the morning setup is more cautious as memory/semis come under renewed pressure after outsized June and Q2 gains.
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Semiconductors, cannabis and biotech are leading the rebound, while blockchain, China internet and hydrogen lag as investors stay selective after another Asia-led momentum reset.
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Biotechnology, semiconductors and AI-adjacent China innovation are leading, while cannabis, space, internet/metaverse and software lag as the global AI/memory trade resets.
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Semiconductors, biotech, space and materials-linked themes are rebounding sharply, while energy, cannabis and MLP exposures lag as oil falls on Iran deal optimism.
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Biotech, housing and travel are leading as investors rotate away from AI momentum, while hydrogen, cannabis, silver, clean energy and blockchain lag.
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